ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: GCOW position timeline

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 0 GCOW shares at 2024-09-30 per its 13F-HR filed 2024-10-24.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F -10,448 shares

   13F-HR 0001908404-24-000005 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-06-30

   13F 10,448 shares

   Change vs previous 13F -18,722 shares

   0.12% of the 13F portfolio, value $352,307.

   13F-HR 0001908404-24-000004 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2024-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 29,170 shares

   Change vs previous 13F -1,850 shares

   0.36% of the 13F portfolio, value $1,012,199.

   13F-HR 0001908404-24-000003 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2024-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 31,020 shares

   Change vs previous 13F -7,247 shares

   0.43% of the 13F portfolio, value $1,063,055.

   13F-HR 0001908404-24-000001 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2024-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 38,267 shares

   Change vs previous 13F -222,392 shares

   0.6% of the 13F portfolio, value $1,245,208.

   13F-HR 0001908404-23-000005 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2023-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 260,659 shares

   Change vs previous 13F -78 shares

   4.02% of the 13F portfolio, value $8,640,846.

   13F-HR 0001908404-23-000004 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2023-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 260,737 shares

   Change vs previous 13F not available

   4.58% of the 13F portfolio, value $8,768,585.

   13F-HR 0001908404-23-000003 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2023-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).